Asset-Map
Jack Kerr is an experienced financial services professional with a diverse background in advisory roles and client management. Currently serving as a Senior Advisor Solutions Manager at Asset-Map since September 2018, Jack has a track record of progressing through various positions, including Account Manager and Business Development Specialist. Prior experience at Merrill Edge included roles as an Assistant Vice President and Product Specialist, focusing on platform development and client relations. Jack's background also encompasses extensive advisory work in retirement planning and wealth management at Bank of America. Additionally, Jack was the Head Sailing Coach at the University of Pennsylvania from 2012 to 2014 and worked as a Financial Services Representative at D.A. Davidson Companies, surpassing targets significantly. With a dual Bachelor's degree in Economics and Marketing from Old Dominion University, Jack possesses strong analytical and strategic skills.
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Asset-Map
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Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.